Coforge Limited · NSE:COFORGE
Coforge — Investor Day (2026)
27 slides from Coforge's investor day presentation, 2026
Slide 1: Compounding Growth in the AI Era
Compounding Growth in the AI Era SUDHIR SINGH CEO & Executive Director 1
Slide 2: Where We Were, Where We Are, How We Got Here
Where We Were Where We Are How We Got Here The AI Imperative The Road Ahead 2 | © Coforge, 2026 | Confidential
Slide 3: Nine years back Coforge was a small cap aspiring to move into the major league
Where We Were Nine years back Coforge was a small cap aspiring to move into the major league 01 TCS 02 Infosys 03 HCL Tech 04 Wipro 05 Tech Mahindra 06 LTI Mindtree 07 Mphasis 07 08 Mindtree 08 Mphasis 09 Hexaware 09 Persistent 10 Hinduja Global 10 Hexaware 11 Cyient 11 Sonata Software 12 Birlasoft
Slide 4: Execution has been impeccable. A decade of sustained and profitable growth
Where We Were Execution has been impeccable. We have delivered a decade of sustained and profitable growth Revenue (US$M) EBIT (US$M) ~$2.6Bn+ ~$400M+ ~6× since FY17 1,860 ~9× since FY17 270 20.3% CAGR 1,450 24.4% CAGR 1,120 1,000 146 155 864 131 115 590 628 531 78 75 81 410 457 45 51 FY17 FY18 FY19
Slide 5: Where We Were, Where We Are, How We Got Here
Where We Were Where We Are How We Got Here The AI Imperative The Road Ahead 5 | © Coforge, 2026 | Confidential
Slide 6: All Engines are poised for robust and sustained growth
Where We Are All Engines – Service lines, Geo Units, Industry Verticals – are poised for robust and sustained growth 124 $2.5 Bn G lobal Fo otp rint Forbes Global Revenue run rate Revenue: 1,000 clients Americas ~$1.5 B, Europe ~$600 Mn Asia, Australia & Middle East ~300 Mn ~$1 Bn BFSI business ~$0.
Slide 7: Where We Were, Where We Are, How We Got Here
Where We Were Where We Are How We Got Here The AI Imperative The Road Ahead 7 | © Coforge, 2026 | Confidential
Slide 8: An unchanged, proven strategy – Transform at the Intersect
How We Got Here 1 An unchanged, proven strategy – “Transform at the Intersect” INS BFS Travel Cloud Data Engineering AI 8 | © Coforge, 2026 | Confidential
Slide 9: An unchanged, proven strategy – Transform at the Intersect
How We Got Here 1 An unchanged, proven strategy – “Transform at the Intersect” Public INS BFS Travel Healthcare Sector Cloud Data Engineering AI 9 | © Coforge, 2026 | Confidential
Slide 10: Proactive large deals crafted by a tenured onshore solutioning engine
How We Got Here 2 Proactive large deals – crafted by an exceptionally high caliber, tenured onshore solutioning engine Our high-caliber solutioning engine … translating into acc elerating larg e deals & o rd er bo ok FY 26 v s F Y22 F Y23 F Y24 F Y25 F Y26 FY 22 S trateg ic Industry Prac tice N o. o
Slide 11: Execution: Growth driven through sustained and rapid key account scale up
How We Got Here 3a Execution: Growth driven through sustained and rapid key account scale up 20 38% Top Accounts Contribution to company revenue +32% Year over Year Growth FY26 over FY25 11 | © Coforge, 2026 | Confidential
Slide 12: Execution: Growth driven through sustained and rapid key account scale up
How We Got Here 3a Execution: Growth driven through sustained and rapid key account scale up 0000 1 100+ Mn 1 1 2 2 3 50–100 Mn 1 2 6 8 9 20–50 Mn 6 8 16 21 23 10–20 Mn 10 15 24 35 42 5–10 Mn 55 80 112 167 173 1–5 Mn FY17 FY20 FY24 FY25 FY26 12 | © Coforge, 2026 | Confidential
Slide 13: Execution: Every operating metric has seen sustained improvement
How We Got Here 3b Execution: Every operating metrics has seen a sustained and significant improvement FY13 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 Financial & Operational Revenue ($mn) 373 417 464 528 592 628 867 1,002 1,099 1,445 1,870 Metrics EBITDA ($mn) 61 72 78 93 102 106 150 176 185
Slide 14: Execution: The Big Bets approach has borne fruit
How We Got Here 3c Execution: The “Big Bets” approach that warrants upfront, outsized investments in high conviction areas have borne fruit 01 02 03 Data & Integration Cloud Healthcare FY23 FY26 FY23 FY26 FY23 FY26 235 402 184 344 22 97 04 05 UK Public Sector Australia FY23 FY26 FY23 FY26 60 131 30
Slide 15: Our acquisition selection and integration process has been highly contrarian
How We Got Here 4 Our acquisition selection and integration process has been highly contrarian. More importantly, it has been always very successful Incessant Whishworks SLK Global Cigniti 10 YEARS SINCE 6 YEA RS SINCE 5 YEA RS SINCE 2 YEA RS SINCE ACQUISITION ACQUISITION ACQUISITION ACQUISITION 26%
Slide 16: A decade long story of industry leading growth helmed by tenured leadership
How We Got Here 5 Coforge is now almost a decade long story of industry leading growth. It has been helmed by a tenured, close knit leadership. Role Tenure Role Tenure CEO 9 years CTO from Encora President 8 years COO 2 years CFO 15 years Travel Practice Leader 1 year CPO 6 years North America Busin
Slide 17: Where We Were, Where We Are, How We Got Here
Where We Were Where We Are How We Got Here The AI Imperative The Road Ahead 17 | © Coforge, 2026 | Confidential
Slide 18: AI is redefining the tech services industry — six key themes
The AI Imperative AI is fundamentally redefining the tech services industry at an unprecedented pace — six key themes are shaping the next revolution 1 Enterprise AI spends are 2 Buyer mindset shifts from 3 Talent mix evolves – FDEs, increasing non-linearly headcount to RoI AI specialists critical S
Slide 19: AI will be a tailwind for our growth
The AI Imperative Looking at our service mix, and the absence of material legacy managed services engagements, we believe that AI will be a tailwind for our growth Impact of AI on growth in outsourced digital IT spend over the next 3–5 years Deep-dive shown ahead 150 2 +10–20 140–150 +30–40 1 100 +2
Slide 20: AI-led opportunity spread across multiple services lines
The AI Imperative We believe the AI-led opportunity for Coforge will be spread across multiple services lines – including both existing and new value pools 1 AI tailwinds in existing services 2 AI-driven new services Data labeling Digital product engineering Data annotation services, driven by the n
Slide 21: Customers are looking for E2E AI transformations
The AI Imperative Our customers are looking for E2E AI transformations – with support on where to deploy AI in their business, how to prove value and how to drive adoption 1 Identifying where AI creates 2 Validating AI investments 3 Driving workforce adoption the most value with clear proof points i
Slide 22: We have reimagined every dimension of our business to win in AI-led growth
The AI Imperative At Coforge, we have reimagined every dimension of our business to win in this next phase of AI-led growth Coforge’s AI strategy AI platform and pre-built verticalized solutions 1 A composable, unified AI platform: Coforge OneAI 2 Curated pre-built verticalized solutions A single AI
Slide 23: Results of our momentum on AI across client engagements and analyst recognitions
The AI Imperative We are already seeing results of this meaningful momentum we have achieved on AI, across multiple marquee client engagements and analyst recognitions The market is taking notice. 25+ AI recognitions, including 7 “Leader” recognitions Leader in AI Innovator using AI AI-first service
Slide 24: Where We Were, Where We Are, How We Got Here
Where We Were Where We Are How We Got Here The AI Imperative The Road Ahead 24 | © Coforge, 2026 | Confidential
Slide 25: Our growth equation - compounded with AI
The Road Ahead Our growth equation - compounded with AI Scaling up key accounts Scaling up Big Bets Partner-led growth Acquisitions 25 | © Coforge, 2026 | Confidential
Slide 26: Organic growth rate of the last nine years will sustain over the next four years
The Road Ahead Given our differentiated Data-Cloud-AI Engineering core, a proven transformation solutioning team and execution ethos, we believe the organic growth rate of the last nine years will sustain over the next four years Figures in $Mn Vertical FY26 FY27 FY28 FY29 FY30 Banking and Financial
Slide 27: Let's engage!
Let’s engage! Icon Icon A white Logo, icon circle with Description Description a black Description automaticallyautomatically background automatically 27 | © Coforge, 2026 | Confidential